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Disclosery

CASH PATHWARD FINANCIAL INC

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COM (common), issuer CIK 907471

268 managers (276 13F filers) reported a position in CASH shares at 2025-06-30, 21,005,671 shares in all. 45 filers opened a position and 22 filers sold out during the quarter.

Managers
268
13F filers
276
New
45
Added
87
Reduced
100
Sold out
22
Shares held by filers
21,005,671

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ALTFEST L J & CO INC3,014$238K0.03%013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC2,992$237K<0.01%-48,59513F-HRTimelineGroup
Corton Capital Inc.2,929$232K0.27%new13F-HRTimeline
CIBC WORLD MARKETS CORP2,897$229K<0.01%-2,46713F-HRTimeline
&PARTNERS2,859$226K<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,815$223K<0.01%new13F-HRTimeline
PROFUND ADVISORS LLC2,653$210K0.01%new13F-HRTimeline
Matthew Goff Investment Advisor, LLC278$205K0.04%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,571$203K<0.01%new13F-HR/ATimelineGroup
South Dakota Investment Council2,502$198K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,401$190K0.01%-10213F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC2,204$174K<0.01%+17013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,063$163K<0.01%-4713F-HRTimelineGroup
Financiere des Professionnels - Fonds d…1,955$155K0.01%new13F-HR/ATimeline
Vestcor Inc1,690$134K<0.01%013F-HRTimeline
City State Bank1,670$132K0.04%013F-HRTimeline
SHELL ASSET MANAGEMENT CO1,524$121K<0.01%-16313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,372$109K<0.01%013F-HRTimelineGroup
KBC Group NVin group KBC Group NV984$78K<0.01%-43313F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.930$73.6K<0.01%+7613F-HRTimelineGroup
FIRST COMMUNITY TRUST NA900$71.2K0.06%013F-HRTimeline
GLOBEFLEX CAPITAL L P864$68.4K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC776$61K<0.01%+913F-HRTimelineGroup
GAMMA Investing LLC662$52.4K<0.01%+3413F-HRTimeline
State of Wyoming582$46K0.01%new13F-HRTimeline
Smartleaf Asset Management LLC456$36.6K<0.01%-6413F-HRTimeline
Opal Wealth Advisors, LLC460$36.4K0.01%-2613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…433$34.3K<0.01%+43213F-HRTimelineGroup
MASECO LLP389$30.8K<0.01%13F-HRTimeline
Hughes Financial Services, LLC400$29.5K0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…350$27.7K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC344$27K<0.01%+29813F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …281$22K<0.01%new13F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…271$21.4K<0.01%-5013F-HRTimeline
Larson Financial Group LLC182$14.4K<0.01%+18013F-HRTimeline
Farther Finance Advisors, LLC171$13.5K<0.01%-2513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC165$13.1K<0.01%new13F-HRTimelineGroup
Covestor Ltd154$12K0.01%-1813F-HRTimeline
Versant Capital Management, Inc150$11.9K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB127$10K<0.01%+4513F-HRTimeline
UMB Bank, n.a.109$8.62K<0.01%+2113F-HR/ATimeline
LRI Investments, LLC83$6.53K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…76$6.01K<0.01%-3113F-HRTimelineGroup
Quarry LP64$5.06K<0.01%new13F-HRTimeline
Brooklyn Investment Group60$4.75K<0.01%+3213F-HR/ATimeline
Bell Investment Advisors, Inc60$4.75K<0.01%013F-HRTimeline
Sterling Capital Management LLC57$4.51K<0.01%-25013F-HR/ATimeline
HANTZ FINANCIAL SERVICES, INC.46$4K<0.01%+4213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Fortitude Family Office, LLC49$3.88K<0.01%-813F-HRTimeline
Blue Trust, Inc.47$3.72K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC45$3.56K<0.01%+1013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC43$3.4K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors37$2.98K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP30$2.41K<0.01%-1613F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC31$2.33K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV27$2.14K<0.01%-2613F-HRTimeline
Bogart Wealth, LLC27$2.14K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.18$1.42K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…18$1.42K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc0$1.42K<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
True Wealth Design, LLC17$1.35K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.15$1.19K<0.01%+1113F-HRTimeline
Advisors Asset Management, Inc.11$870<0.01%new13F-HR/ATimeline
MAI Capital Management9$713<0.01%new13F-HRTimeline
Global Retirement Partners, LLC4$316<0.01%13F-HRTimeline
Parkside Financial Bank & Trust3$238<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$79<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.